Retirement

Retirement Issues

Filed Comments re: Senate Special Committee on Aging Hearing "Aging in Place: The Impact of Community during the Holidays" Advocated for the Social Security Claims Processing Improvement Act Supported the ABC Act

Railroad Retirement Funding

S 3059, HR 5841- Boosting Benefits and COLAs for Seniors Act S 3255- Surviving Widow(er) Income Fair Treatment (SWIFT) Act HR 6424, S 3357- Social Security Survivor Benefits Equity Act HR 5841, S 3059- Boosting Benefits and COLAs for Seniors Act

Issues related to the Implementation of Pub. L. 117-2, the American Rescue Plan Act of 2021, Special Financial Assistance Program for Financially Troubled Multiemployer Plans. No bills filed. Overall issues regarding the funding and administration of Multiemployer pension plans. No bills filed.

Administration of Social Security Disability Insurance/Administration of Ticket to Work Program.

no lobbying activity

Monitoring and outreach related to Multiemployer Pension Reform.

RISE Act, SMB Tax incentives for retirement accounts

Administration of Social Security Disability Insurance/Administration of Ticket to Work Program.

Social security solvency and preventing US government default

Issues related to retirement savings Retirement Savings for Americans Act

Lobbied against cuts to Supplemental Security Income (SSI) disability benefits.

Pension Reform Multiemployer Pension Reform

Nothing specific lobbied this quarter.

Capitol Security. Legislative Branch appropriations. H.R. 5371 FY2026 Continuing Appropriations, Agriculture, Leg. Branch, MCVA and Extensions Act - Provisions related to Capitol Security, pay issues.

Changes to PBGC premium structure relating to Market Based Cash Balance Plans, Roth treatment of catch-up contributions

S.1504Claiming Age Clarity Act Alternative Investments in 401(k) Accounts

Advocacy regarding retirement auto portability.

Enhancing investment access in 40l(k) plans.

Enhancing investment access in 40l(k) plan.

Legislative and regulatory issues affecting plan sponsors and service providers of government-sponsored defined contribution retirement plans.

Legislative and regulatory issues involving S ESOPS.

Advice and advocacy regarding Form 5500 requirements. Advocacy regarding COBRA subsidy language.

Advice and advocacy regarding Form 5500 requirements. Advocacy regarding COBRA subsidy language.

Legislative advocacy regarding general account products.

Proposals related to retirement and retiree health savings and collective investment trusts.

Medical records fees, SSI/SSDI Access and Services.

Advocacy and advice relating to Employee Stock Ownership Plan (ESOP) regulation and enforcement.

Securing a Strong Retirement Act of 2021 (SECURE 2.0).